Filed May 29, 2015 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $390,732 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS,INC. Service code 26 · EIN 04-2654524 | Advisory (Participants) | $239,773 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $42,000 |
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $11,463 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,960 | $167,950+83.4% | $112,504+173.7% | $80,187+284.1% |
| Participation rate | 99.4% | 94.5%+4.9pp | 80.6%+18.9pp | 72.9%+26.5pp |
| Annual return | 14.03% | 18.78%-4.8pp | 34.13%-20.1pp | 40.40%-26.4pp |
| Employer contribution / active EE | $9,768 | $6,272+55.7% | $4,571+113.7% | $2,980+227.8% |
| Participant deferral / active EE | $10,950 | $9,857+11.1% | $6,522+67.9% | $5,016+118.3% |
| Admin fee / account holder | $137 | $104+32.6% | $7,048-98.1% | $145-5.2% |